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After Figma’s Massive IPO, Could Canva IPO at $200 Billion+?

SaaStr

This sustainable business model provides significant downside protection and justifies premium multiples. Economic Sensitivity Recession fears and inflation could impact Canva’s profitability and IPO valuation, particularly for a consumer-adjacent business model. to 8x current ARR band. Financial Scale At $2.5B

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The Complete Guide to SaaS Pricing Strategy

Tom Tunguz

Consider whether your startup is differentiating on pricing to compete with an incumbent, or if you’re selling a superior product at a premium, in which case using the same pricing model with higher fees reinforces your brand positioning. What should my unit of pricing be? Customers effectively lend the startup money to grow.

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How to Embed Payment Functionality in Your AI SaaS: A Practical Guide

USIO

A quick note on terminology: when we talk about users in your SaaS, it can mean two things depending on your business model: If you’re a direct-to-consumer or B2C SaaS , users are the individuals or companies paying you. Will you need to handle invoicing and collections digitally?

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5 Interesting Learnings From Monday at $1.125 Billion in ARR

SaaStr

Their ability to maintain growth while improving profitability shows they’re not just growing at all costs but building a sustainable business model. This suggests their brand recognition, product-led growth motion, and sales execution have all matured.

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Research Report: The State of Community Management

Online communities provide a wealth of benefits for organizations; they impact a variety of customer activities, boost engagement, and provide a range of transformative business services. In short, a well-maintained community will provide immense brand value and elevate the customer experience.

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Anthropic May Never Catch OpenAI. But It’s Already 40% as Big.

SaaStr

forward revenue multiple compared to OpenAI’s 31x multiple, suggesting investors believe Anthropic’s business model has superior long-term potential despite the smaller current scale. Different Paths to Success OpenAI’s Consumer-First Strategy OpenAI bet big on consumer adoption, and it paid off spectacularly.

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The Great IPO Awakening: What 2025’s Surprisingly Hot Market Means for B2B Companies

SaaStr

from IPO price Key Learning : Connected TV advertising platforms are capturing premium valuations as brands shift budgets from traditional TV to programmatic CTV Hinge Health (05/21/2025) IPO Size : $503M at $28-32 range, priced at $32 Current Performance : +21.5% at $47-55 range, priced at $40 Current Performance : +250.4%

B2B